SNPS Synopsys Inc

Synopsys shares surged 12.9% on Thursday, making the chip-design software company the strongest performer in the Nasdaq 100, as investors responded to developments strengthening its position in the AI boom. The company is seeking to demonstrate that it can benefit directly from surging AI investment. Bringing OpenAI and Amazon into its customer ecosystem represents an important step, particularly as hyperscalers and AI companies continue expanding their semiconductor and computing infrastructure. Synopsys provides electronic design automation software used to develop advanced chips, positioning it as an important supplier behind the semiconductor industry’s AI-driven expansion. The company’s stock had been broadly flat over the previous three months before Thursday’s rally. The move also highlights investor interest in companies that provide the tools and infrastructure needed to design increasingly complex AI chips. $SNPS

$SNPS HSBC upgrades Synopsys to Buy on business model transformation HSBC analyst Frank Lee upgraded Synopsys to Buy from Hold with a price target of $700, up from $490. The company's new business model will transform it from a "slow-growth software play to a high-growth AI beneficiary," the analyst tells investors in a research note. HSBC believes the business model changes could lift Synopsys' annual earnings growth from 7% to 28% through 2028, "creating significant re-rating potential." The design intellectual property royalty model will drive significant earnings growth, contends the firm.

$SNPS $TSM Synopsys, TSMC announces new collaborations Synopsys (SNPS) announced new innovations with TSMC (TSM) that accelerate the development of next-generation AI, high-performance computing, and advanced semiconductor systems. "Through AI-powered EDA flows, multiphysics-aware signoff methodologies, multi-die design flows, and silicon-proven Interface and Foundation IP, Synopsys and TSMC are helping customers address growing design complexity while accelerating adoption of TSMC's latest process and advanced packaging technologies," the companies stated.

$SNPS There will be a lot more of headlines like this in the next 5 years. Get on board the physical AI train before it leaves the station. We're still early. $MAKX <--- Best physical AI ETF with horrible liquidity. What are people waiting for?

Synopsys Expands Silicon IP Business With Amazon As Lead Customer — Multi-Year Deal Targets Custom Chips, AI Infrastructure $SNPS $AMZN $QQQ https://stocktwits.com/news/equity/markets/synopsys-expands-silicon-ip-business-with-amazon-as-lead-customer-multi-year-deal-targets-custom-chips-ai-infrastructure/cZMF9phRBhD

$SNPS I told you yesterday that I wasn't selling covered calls. I'm not selling them today either. LONG SNPS.

$SNPS — +3% on the $1B+ AWS chip-design IP deal. EDA = AI infra pick-and-shovel, and the market's finally pricing it. into tomorrow: continuation is the game. holds today's gains = follow-through to new highs in play. fades back to the breakout level = it's a sell-the-news tape. lean: long bias on the news, but one-day wonders die fast. needs volume to stick — watch the open.

$SNPS (Synopsys) shares rise 1.5% premarket after signing a multi-year, $1.X billion+ custom silicon IP agreement with AWS, positioning Amazon as Synopsys' primary customer for chip designs supporting Graviton CPUs and Trainium AI accelerators.

$SNPS if they can drop this Amazon promo release before investors day then just drop the guidance numbers 🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸

$SNPS A late-week sell-side pile-on, and the most aggressive call is HSBC: upgraded to Buy from Hold, target to 700 from 490, a Street high implying 69% upside off Thursday's 413.06 close. The substance is the business model. CEO Sassine Ghazi is shifting Synopsys from "build once, sell many" licensing toward licensing plus royalties: customers pay for the right to use the chip technology, then keep paying fees as chips ship. HSBC's math: that shift, plus agentic AI in the EDA tools, takes annualized EPS growth to 28% from fiscal 2026-2028, vs 7% over 2024-2026. The counterweight lands Wednesday at investor day, Sept 30. Mizuho calls it an important catalyst and expects management to say fiscal 2026 execution issues are behind. Morgan Stanley is more skeptical: a guide raise alone is "unlikely to restore market confidence." A stock down 6% this year and 18% off its 52-week high (Barron's, via Dow Jones) has to earn the multiple back with proof, not targets.

$SNPS $CDNS Hoping it holds above this resistance for the week, setting up a retest of the short-term resistance at 535. That move would push my ROI over 40% since first alerting multiple times at the 377 S/R pivot. Long SNPS and CDNS.

$SNPS Investor day, part two: the other headline was OpenAI. Synopsys and OpenAI are building GPT-Synopsys, a chip-design model that runs on Synopsys' EDA tools, under a multiyear revenue-sharing agreement. Synopsys says it is already talking to leading semiconductor customers about using it. This answers the question hanging over the stock all year: whether AI lets customers design around EDA vendors. OpenAI, the supposed disruptor, signed up as a partner instead. The model also got its numbers. Fiscal 2027 revenue guided to 11.1-11.2B, about 15% growth, with EPS 19.04-19.12 vs 16.78 consensus. Long-term growth target raised to midteens through 2030. Deutsche Bank took its target to 640 from 590. Up 11% early Thursday to 483.59, after 4.8% on Wednesday. Best two days since September 2025.

$SNPS +28% since my post in July, but still not too late. Very early. It's actually still down -2% on the 1Y. Good luck. Physical AI. Quality company. Huge reach.

$SNPS Investor-day follow-up: the headline is Amazon. Synopsys signed a multi-year deal worth more than 1 billion for AWS to license chip-design IP, announced today. The structure is the story. Amazon becomes the lead customer for application-optimized IP, and the deal pushes the business toward a license-plus-royalty model. That is the same shift behind HSBC's 28% annualized EPS-growth call from last week: pay for the blueprint, keep paying as chips ship. AWS has been designing its own silicon for more than a decade, Graviton CPUs and Trainium AI chips. Synopsys' IP business did 1.75 billion in revenue last fiscal year, where Reuters notes it competes against Arm. Up about 2% to ~424 today.

$SNPS Up nearly 40% now, with the chance to lock in about 67% if it hits the major resistance trendline at $629. Don’t skimp on tools just because of the price—rather than asking how much they cost, consider the value they can offer. This is nearly a five-figure trade for me, achieved with a resource costing just $16/month. Check my pinned post for a 25% discount on FAST Graphs subscriptions.

$SNPS is gaining nicely and the momentum looks sustainable for upside, while $GRML also advances and strengthens its position.

$SNPS 490C was our best trade this week, Sarang took it 2.52 to 11.70 (+364%) on Thursday. Our TWI Trade Recaps, Monday to Thursday: 33 trades listed, 29 green, 4 red. What worked: puts, 13 put trades on the recaps and all 13 green. What didn't: all 4 reds were calls ($IONQ 50C, $TSM 465C, $MSFT 520C, $SPX 7685C). Friday's trades go in today's recap after the close. Recap numbers are each trade's best exit, not the whole position.

$SNPS consecutive day of buyers. clean DTL breakout, taking out both the 200 daily and weekly with a +476 close.

In for 246 shares of $SNPS ! I'm going to win CNBC today! And if I don't I'll sleep outside with no bed! 😆 Let's go baby!

Synopsys’ Long-Term Earnings Targets Come In ‘Well Ahead’ Of Consensus, BofA Says — Firm Lifts Target By $100 $SNPS $QQQ https://stocktwits.com/news/equity/markets/synopsys-long-term-earnings-targets-come-in-well-ahead-of-consensus-bof-a-says-firm-lifts-target-by-100/cZD0TzcRBiS